FundedIQ
Financial Services

Ethic: Funding, Investors & Team (Oct 2026)

Ethic is a company that develops a technology platform focused on providing easy-to-use financial planning services and portfolios. Their platform uses investment consulting technology to generate portfolios that aim to decrease tracking error compared to established benchmarks, allowing family offices, health advisers, and endowment foundations to offer personalized sustainability insights and optimized passive portfolio construction for their clients.

www.ethic.com LinkedIn New York, United States 101-250 employees
Total raised
$64.0M
Rounds
1
Latest
Series D
Apr 2025

Ethic has raised $64.0M across 1 funding round on record, the most recent a Series D of $64.0M announced in Apr 2025.

That round is above the $15M median round size for Financial Services companies tracked on FundedIQ over the last two years.

Ethic Company Profile and Key Stats

Total funding raised
$64.0M
across 1 round on record
Funding rounds on record
1
Latest funding round
Series D
$64.0M in Apr 2025
Employees
101-250
reported band
Headquarters
New York, United States

Latest funding round on record: Apr 2025.

Ethic Funding Rounds

Date
Round
Amount
Series D
$64.0M

Ethic Founders and Leadership Team

Name
Role
Contact
Jay Lipman
Founder
—

No contact details are on record for this team yet.

Ethic Funding Compared to Other Financial Services Startups

Segment
Companies
Median round
30,234
$7.6M
778
$99M

Ethic's latest round of $64.0M is above the median round in Financial Services. Medians cover the last 24 months of disclosed rounds.

Funded Startups Like Ethic in Financial Services and New York

Companies Similar to Ethic

Ethic Funding FAQs

What does Ethic do?

Ethic is a company that develops a technology platform focused on providing easy-to-use financial planning services and portfolios. Their platform uses investment consulting technology to generate portfolios that aim to decrease tracking error compared to established benchmarks, allowing family offices, health advisers, and endowment foundations to offer personalized sustainability insights and optimized passive portfolio construction for their clients.

How much funding has Ethic raised?

Ethic has raised $64.0M across 1 round on record. The most recent is a Series D of $64.0M announced in Apr 2025.

When did Ethic last raise funding?

Ethic's most recent funding round on record is a Series D of $64.0M, announced in Apr 2025.

Who founded Ethic?

FundedIQ lists Jay Lipman (Founder) at Ethic.

Where is Ethic headquartered?

Ethic is based in New York, United States.

How many employees does Ethic have?

Ethic is in the 101-250 employee band.

How does Ethic's funding compare to other Financial Services startups?

Ethic's latest round of $64.0M is above the $15M median round size for Financial Services companies on FundedIQ across 5,751 tracked companies over the last two years.

About FundedIQ's Ethic Funding Data

FundedIQ tracks announced funding rounds and refreshes this profile every week. Round dates, stages and amounts are normalised to a single format, converted to US dollars, and de-duplicated: two records of the same round announced days apart are merged, and two genuinely different rounds are kept apart on the amounts they disclose. Amounts shown are the disclosed figures only — a round announced without a number is listed and excluded from the total rather than estimated.

Employee counts are reported bands, not exact headcounts. Founder and executive names carry the job title on record. Anything we do not hold for Ethic is left off this page rather than filled in.

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